The Nicholson Group
Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.
Our team believes in using a comprehensive wealth planning process combined with a disciplined asset allocation strategy using the latest investment tools.
We are strong believers in Modern Portfolio Theory. Modern Portfolio Theory is a practical method for selecting investments in order to maximize overall returns within an acceptable level of risk.
Our team frequently uses exchange traded index funds as part of our core client portfolio, and we strive to manage your portfolio to be tax efficient by utilizing tax loss harvesting when prudent. The breadth, depth, and value of what our team can offer you extends well beyond wealth strategies for retirement.
The more we learn about your priorities, the better we can assist you with a comprehensive financial approach to help you pursue multiple goals simultaneously.
These may include strategies to help:
• Structure your wealth to help maintain your lifestyle in retirement
• Blend investment vehicles to balance risk and return in a low cost tax efficient portfolio
• Perpetuate your wealth for future generations
• The next generation, put their wealth on a trajectory to build career and family flexibility
• With personalized access to banking, credit and lending needs through Bank of America
CFP®, CIMA®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
